AWM
PML

Avior Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

Avior Wealth Management’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,927
Closed -$31.8K – 1896
2024
Q4 		$31.8K Hold
3,927
– – ﹤0.01% 1292
2024
Q3 		$36.9K Hold
3,927
– – ﹤0.01% 1226
2024
Q2 		$33.5K Hold
3,927
– – ﹤0.01% 1234
2024
Q1 		$33.4K Hold
3,927
– – ﹤0.01% 1387
2023
Q4 		$32.6K Hold
3,927
– – ﹤0.01% 803
2023
Q3 		$30.2K Buy
+3,927
New +$34.3K ﹤0.01% 867

Other funds holding PML

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Avior Wealth Management's PML Position: Q1 2025 in Review

Avior Wealth Management sold out of PIMCO Municipal Income Fund II (PML) in Q1 2025, closing a stake of 3,927 shares — an estimated $31.8K sold.

Avior Wealth Management first reported a position in PML in Q3 2023 and held it in 6 quarters. The position peaked at $36.9K in Q3 2024. 98 funds tracked by Wall St. Rank hold PML as of Q1 2025.

  • Avior Wealth Management reported no remaining PIMCO Municipal Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,927 PIMCO Municipal Income Fund II shares in Q1 2025, an estimated $31.8K.
  • Avior Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's PIMCO Municipal Income Fund II position peaked at $36.9K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.